A Lifetime financial planner acts as a guide, coach, mentor and friend

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A Lifetime financial planner acts as a guide, coach, mentor and friend

Lifetime news

Posted on: 15/04/2019

A proper financial plan – a life plan – is something that we all should look to put in place.

At Lifetime our financial planners act as a guide, coach, mentor, friend and confidant to their clients.

Many people come to us looking for help with a specific issue, yet they soon come to realise that we can help them change their life through thorough financial planning.

The most important conversations that we will have with you won’t be about investment strategies or pension products. They will be about you, the people who matter to you, what your hopes and ambitions are for your future, what is really important to you, and what you really want to achieve in life.

We will also be able to help you to test out the different possibilities.  Could you afford to work part time?  Should you move to a larger house?  Can you afford to retire earlier?  A financial plan can help you to answer all of these questions.  It will also allow you to see what could happen if things don’t go quite to plan.  Knowing that you would still be okay if there is a financial crisis or if you suffer from illness or injury can give you great peace of mind.

We deliver life-changing financial modelling for clients through our professional and dedicated team, creating life-long and trusted partnerships.

We take the time to get to know our clients, to consider their whole situation, their current lifestyle needs, and what they want from their lives in the future.

We want to play our part in educating people on the importance of financial planning.

Opening minds to a lifetime of possibilities.


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